See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,416 | $95,803+21.5% | $113,168+2.9% | $84,808+37.3% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 10.78% | 25.00%-14.2pp | 24.27%-13.5pp | 40.90%-30.1pp |
| Employer contribution / active EE | $2,544 | $2,360+7.8% | $2,975-14.5% | $2,631-3.3% |
| Participant deferral / active EE | $6,206 | $4,242+46.3% | $5,107+21.5% | $4,212+47.3% |
| Admin fee / account holder | $2,486 | $8,989-72.3% | $12,068-79.4% | $7,344-66.1% |